Mortgage Administrator
Honeycomb is delighted to be partnering with an established financial services organisation in the recruitment of a Mortgage Administrator. This is an excellent opportunity for an organised and customer-focused administrator to join a professional and supportive team. The successful candidate will provide comprehensive administrative support to a team of Mortgage Advisers, managing mortgage, protection and general insurance applications from initial submission through to completion.
The Role
Reporting to the Administration Manager, key responsibilities will include:
- Processing mortgage applications efficiently from submission through to offer and legal completion.
- Ensuring all applications are accurate, complete and supported by the required documentation.
- Uploading and maintaining client information accurately on the internal CRM system.
- Monitoring applications and setting appropriate reviews to ensure they progress promptly.
- Liaising regularly with clients, advisers, introducers, lenders and solicitors.
- Providing lenders with additional information and documentation when required.
- Reviewing mortgage offers to ensure all information is correct.
- Processing protection applications through underwriting and policy commencement.
- Liaising with clients, medical professionals and product providers to obtain outstanding evidence.
- Checking protection and general insurance acceptance terms before policies are placed on risk.
- Maintaining clear, accurate and up-to-date notes across all applications.
- Building strong working relationships with advisers, introducers and external providers.
- Following all company procedures, FCA requirements and Treating Customers Fairly principles.
- Escalating any conflicting information or potential compliance concerns to management.
- Supporting senior management with additional administrative duties when required.
The Person
The ideal candidate will have:
- Previous experience within mortgage administration, financial services or another regulated environment.
- Strong administrative and organisational skills.
- Excellent attention to detail and the ability to manage multiple applications.
- Confident communication skills when dealing with clients and external stakeholders.
- A professional, proactive and customer-focused approach.
- The ability to work independently while contributing to a collaborative team environment.
- A good understanding of compliance, confidentiality and data protection requirements.
- Experience using a mortgage or financial services CRM system would be advantageous.
The Package
The successful candidate will receive a competitive salary alongside the opportunity to join a well-established organisation offering a supportive working environment and excellent long-term career development. To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Sam at or
Skills:Admin/Administration/Mortgage/Investment/Pensions
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